Atria Wealth Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.9M	Sell	88,420 -175,316	-66%	-$18.5M	0.22%	102
2025 Q1	$26.4M	Sell	263,736 -172,832	-40%	-$17.6M	0.32%	62
2024 Q4	$42.3M	Buy	436,568 +67,247	+18%	+$6.83M	0.46%	35
2024 Q3	$39.8M	Sell	369,321 -9,613	-3%	-$997K	0.43%	36
2024 Q2	$38.8M	Buy	378,934 +119,028	+46%	+$12.2M	0.43%	36
2024 Q1	$27M	Buy	259,906 +19,134	+8%	+$1.9M	0.3%	61
2023 Q4	$23.3M	Sell	240,772 -99,806	-29%	-$8.94M	0.29%	67
2023 Q3	$29.4M	Sell	340,578 -50,744	-13%	-$4.68M	0.41%	44
2023 Q2	$37.3M	Buy	391,322 +5,923	+2%	+$563K	0.51%	27
2023 Q1	$36.1M	Buy	385,399 +117,749	+44%	+$10.6M	0.53%	25
2022 Q4	$22.4M	Sell	267,650 -17,627	-6%	-$1.43M	0.36%	60
2022 Q3	$20.7M	Buy	285,277 +100,429	+54%	+$8.19M	0.36%	53
2022 Q2	$14.9M	Buy	184,848 +5,471	+3%	+$475K	0.3%	78
2022 Q1	$17.3M	Buy	+179,377	New	+$17.6M	0.29%	73